- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations. + Lead audit engagements from the planning stages to the reporting stages and produce quality deliverables that meet both department and professional ... (eg FINRA, SEC), especially those associated with broker-dealer and registered investment advisor business models. + Planning, organizing and conducting audits. +… more
- Coinbase (Tallahassee, FL)
- …decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment . From modeling cost dynamics to influencing resourcing strategies, this ... to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making. * Work cross-functionally with key… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and streamline functions to improve operational efficiencies. * Performs periodic reporting on compliance and operational issues as required. * Balances conflicting ... procedures of securities industry and/or banking compliance reviews. * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …wish to talk in detail about all aspects of AIG and specifics about investment managers and performance reporting * Organize, manage and track multiple detailed ... **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained… more
- JPMorgan Chase (West Palm Beach, FL)
- …2 years of relevant industry experience, including private equity investing, manager selection, financial analysis, investment banking/M&A, or strategic ... **Intro marketing language** The Private Equity Group ("PEG") of JP Morgan Investment Management Inc. is one of the longest-standing global private equity programs… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… more
- Arena Investors LP (Miami, FL)
- …and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio Manager intraday. - Create and maintain ... Arena Investors, LP is a global investment management firm that seeks to generate attractive...this role, this individual will work with the Portfolio Manager . Ideal candidates will be organized, self-motivated, resourceful and… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:** + Fully accountable for servicing and supporting… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- TD Bank (West Palm Beach, FL)
- …I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, ... will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and… more